Paraplanner

Location: Bromsgrove - Hybrid (3 days in the office)Salary: Up to £45,000 (dependent on experience)Duration: Full-time, Permanent

We are working with a renowned IFA firm that is looking for an experienced Paraplanner to join their growing team. This is an excellent opportunity for a dedicated professional to work closely with financial advisers, providing high-quality support in financial planning and wealth management.

• Prepare documentation and reports for client meetings, ensuring accuracy and compliance.

• Conduct research and analysis on investment strategies, pensions, and protection products.

• Produce suitability reports, pension reviews, and financial planning documents.

• Liaise with financial advisers and clients to ensure smooth implementation of recommendations.

• Support ongoing client reviews and assist in maintaining financial plans.

• Salary up to £45,000

• Hybrid working (3 days in the office, 2 from home)

• Flexible working potential

• Study support for further qualifications

• Career progression opportunities

• Competitive benefits package

• Flexible Working & Holidays - Competitive holiday allowance, with an annual buy & sell scheme, your birthday off, and additional holiday days for long service.

• Social Perks - Celebrate success with annual Christmas and Summer parties.

• Pension & Life Cover - Contributory pension scheme and death-in-service benefit.

• Bonus Scheme - Competitive salary with a discretionary annual bonus after a year’s service.

• Health & Wellbeing - Access to the MediCash app for cashback on health services, discounted health club memberships, and free healthcare benefits.

• Professional Development - Tailored learning and development programs to support career progression.

• Shopping Discounts - Discounts and cashback from major retailers, supermarkets, and access to free online training courses.

This is a fantastic opportunity for a Paraplanner looking to take the next step in their career within a supportive and forward-thinking IFA. If you have strong technical knowledge and a passion for financial planning, apply today!

Paraplanner, IFA, Report Writing, Research & Analysis, Financial Planning, Wealth Management, Financial Services.